OQS
AVBC

Occudo Quantitative Strategies’s Avidia Bancorp AVBC Stock Holding History

Occudo Quantitative Strategies’s Portfolio AVBC Stock Details AVBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$313K Buy
+14,911
New +$298K 0.02% 593
2026
Q1 		– Sell
-13,492
Closed -$227K – 972
2025
Q4 		$227K Buy
+13,492
New +$212K 0.02% 567

Other funds holding AVBC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Occudo Quantitative Strategies's AVBC Position: Q2 2026 in Review

Occudo Quantitative Strategies opened a new position in Avidia Bancorp (AVBC) in Q2 2026: 14,911 shares worth $313K. The stake represents 0.02% of the portfolio and ranks #593 among its holdings. This is a return to the name: Occudo Quantitative Strategies previously reported a position in AVBC as recently as Q4 2025.

Occudo Quantitative Strategies first reported a position in AVBC in Q4 2025 and has held it in 2 quarters since. 82 funds tracked by Wall St. Rank hold AVBC as of Q2 2026.

  • Occudo Quantitative Strategies held 14,911 shares of Avidia Bancorp worth $313K as of Q2 2026.
  • Avidia Bancorp was a new Occudo Quantitative Strategies position in Q2 2026.
  • Avidia Bancorp made up 0.02% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #593 holding.
  • Occudo Quantitative Strategies first reported a position in Avidia Bancorp in Q4 2025 and has held it in 2 quarters since.
  • 82 funds tracked by Wall St. Rank held Avidia Bancorp as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.